Investment Services

Our Members Financial Services representative can provide personally tailored guidance based on your individual situation and goals.

Our representative can explain your options in each area and work with you to select the appropriate programs to best fit your needs. Some of the investment services available include:

Financial Planning
The wide variety of investment options available through Members Financial Services complements traditional savings investments such as savings accounts and certificates of deposit.

Products may not be available in all states.

Some policies are brokered. For complete information on mutual funds, variable annuities, variable life or unit investments trusts, including fees and charges, obtain a prospectus from CUNA Brokerage Services, Inc., and read it carefully before you invest or send money.

Securities sold through CUNA Brokerage Services, Inc., member NASD/SIPC, 5910 Mineral Point Road, Madison WI 53705. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York licensed insurance representatives of other companies. Similar products may be purchase from an agent or company of your choice. Not federally insured, may lose value, not underwritten or guaranteed by the credit union.